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Should I use Firm360?

Accounting practice management software - myfirm360.com

Depends. Buy it if you run a small-to-mid accounting firm that wants workflow, billing, and a client portal in one platform at roughly $49 per user. Skip it if you're outside accounting, or a solo practice that a cheaper workflow-only tool would serve fine.

Confidence

Medium. Based on 20+ public sources; several review quotes truncated in snippets.

Ratings

  • Value for money
  • Ease of use
  • Feature depth
  • Support quality
  • Security posture

Pricing

$49 per user/month

Starting tier

ModelNot disclosed
Monthly feesNot disclosed
HardwareNot disclosed

Best for

  • Small-to-mid accounting and CPA firms
  • Firms replacing multiple point tools with one platform
  • Teams using Lacerte for tax prep
  • Budget-conscious firms at ~$49/user

Not for

  • Non-accounting businesses — it is built for tax and CPA firms
  • Solo practitioners wanting the absolute cheapest option
  • Large firms — showcased customers max out around 15 staff

Gotchas - check before you buy

medium

Per-user pricing: every added staff member adds $49/month

medium

Guess: heavy all-in-one consolidation may make migrating data out painful later

low

Lacerte integration requires manual Windows file-sync setup

low

Support is marketed as 'first class' — verify response times during trial

Pros and cons

Pros

  • Users consistently praise ease of use
  • All-in-one: workflow, client management, billing, portal, integrations
  • SOC 2 Type II certified and CSA STAR listed
  • Integrates with Lacerte, Juno Tax, and Claude AI
  • Competitive $49 per-user pricing for the category

Cons

  • Only 154 G2 reviews — smaller proof base than bigger rivals
  • Featured customers are 5-15 person firms; large-firm fit unproven
  • Some Reddit users criticize the UI
  • Setup includes manual steps like Windows-based Lacerte file sync

Sources & method

Analyzed 9/30/2026 - 12 sources - No known vulnerabilities found in the sources reviewed.

official x2review x6security x3news x1

Key stats

  • Value for money: 4/5

    Rating

  • $49 per user/month

    Starting price

  • 12

    Sources

  • Analyzed

  • Value for money: 4/5. Cost cited as a driver by users
  • Ease of use: 5/5. Users love the ease of use
  • Feature depth: 4/5. Consolidates workflow, billing, portal, integrations
  • Support quality: 3/5. Vendor claims only; independently unverified
  • Security posture: 5/5. SOC 2 Type II; CSA STAR listed
  • $49/user/mo Starting price Per Capterra listing
  • 154 G2 review count Reviews on G2
  • Level Equity Backer Per Crunchbase

Pricing

Starting tier

$49 per user/month

  • All-in-one accounting practice management
  • Time tracking and billing
  • Client portal and integrations

Security

No known vulnerabilities found in the sources reviewed.

What users say

Reviews are broadly positive — users praise ease of use and task automation — with occasional UI criticism surfacing in Reddit comparisons.

“Overall it is a great”
SoftwareAdvice
“Users love the ease of use”
G2
“We've been using Firm360”
Reddit, r/taxpros

Companies that use it

  • Kevin Minkoff CPA
  • Cannon and Associates
  • Red Rock Accounting Group
  • CRS CPA
  • Ashman, CPA
Full analysis

Based on 20+ public sources; several review quotes truncated in snippets.

Solid all-in-one practice management for 5-15 person accounting firms at $49/user; overkill for solo and non-accounting buyers.

Methodology

Based on 20+ public sources; several review quotes truncated in snippets.

Sources

  1. review
  2. review
  3. review
  4. review
  5. review
  6. review
  7. official
  8. official
  9. security
  10. security
  11. CSA STAR Registry — Firm360cloudsecurityalliance.org
    security
  12. news

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